LMVRX
Price
$120.47
Change
+$0.34 (+0.28%)
Updated
Jan 17 closing price
Net Assets
4B
VIVIX
Price
$68.15
Change
+$0.43 (+0.63%)
Updated
Jan 17 closing price
Net Assets
183.52B
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LMVRX vs VIVIX

Header iconLMVRX vs VIVIX Comparison
Open Charts LMVRX vs VIVIXBanner chart's image
ClearBridge Value R
Price$120.47
Change+$0.34 (+0.28%)
VolumeN/A
Net Assets4B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LMVRX vs VIVIX Comparison Chart
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VS
LMVRX vs. VIVIX commentary
Jan 19, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMVRX is a Buy and VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LMVRX (4B). VIVIX pays higher dividends than LMVRX: VIVIX (2.37) vs LMVRX (0.39). LMVRX was incepted earlier than VIVIX: LMVRX (18 years) vs VIVIX (27 years). LMVRX is a more actively managed with annual turnover of: 60.00 vs. VIVIX (10.00). LMVRX has a lower initial minimum investment than VIVIX: LMVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. LMVRX (12.92). VIVIX return over 5 years is better than : 44.19 vs. LMVRX (21.16).
LMVRXVIVIXLMVRX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years27 years-
Gain YTD3.7553.211117%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4B184B2%
Annual Yield % from dividends0.392.3717%
Returns for 1 year12.9218.2171%
Returns for 3 years3.7718.4620%
Returns for 5 years21.1644.1948%
Returns for 10 years69.73111.1363%
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